Key Duties and Responsibilities to develop:
Provide administrative support to the Practice
Assist the letter of authority process
Learning the requirements of pre-meeting preparation and post-meeting follow-up, including accurately updating client files on Salesforce CRM
Process applications accurately and record the required management information
Progress applications with product providers, advisers, clients, and other third parties to ensure that each case is completed in a timely manner
Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
Meeting and greeting clients and visitors to the Practice
Liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector.
As an entry-level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and could lead on to progression to study in other areas.
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This apprenticeship offers a route for a career within the company and the wider Financial Services sector. This could lead to a variety of roles depending on the skills and ambitions of the individual.Employer Description:At Eccles Greenwood Financial Planning we firmly believe it is vital to build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation. We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday to Friday between 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working,Initiative,Positive attitude....Read more...
Responsibilities include:
Recording facilities on our banking system
Documenting Facility Letters, including Regulated Mortgage Contracts
Liaising with legal and valuation partners
Maintaining a clear audit trail of relevant documents.
Draw-down of facilities
Ensuring annual relationship management and insurance reviews are conducted
Confirming that loans have been repaid in full prior to release of security
Providing assurance to management that controls are being operated in order to mitigate risks
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
Training Outcome:
There are opportunties for progression within the business
Employer Description:At Butterfield, we provide financial services with a personal touch. We focus on results, value relationships, and celebrate success.
Our team of financial services professionals comprises more than 1,300 employees in ten countries, working in progressive and rewarding roles across dozens of departments. Our team’s experience is enhanced by robust learning and development programmes, comprehensive benefits programmes, and preferred rates on various proprietary financial services.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Number skills,Team working,Initiative,Non judgemental....Read more...
The Opportunity Hub UK is seeking a detail-oriented and dedicated professional on behalf of a respected financial services firm specialising in illiquid markets. This independent firm focuses on providing innovative financial solutions in sales, trading, and advisory for institutional and high-net-worth clients. Established in 2009, the firm has an established reputation for its expertise in handling distressed debt, credit securities, and other complex, illiquid assets. Position: Junior Back Office Support – Fixed Income Location: Central London (Office Based) Salary: £30,000 - £40,000 per annum DOE Job Overview: This position as a Junior Back Office Support – Fixed Income offers a unique chance to build a foundational career within fixed income and operational support. Ideal for someone at the beginning of their financial services journey, this role supports essential functions in the back office, ensuring the smooth operation and accuracy of fixed income transactions. Here’s What You’ll Be Doing: Trade Support: Assisting with the booking, confirmation, and settlement of fixed income trades, contributing to smooth operational workflows. Reconciliation: Conducting daily reconciliations between internal and external systems, ensuring precise and error-free trade records. Client and Counterparty Liaison: Collaborating with clients and counterparties to resolve discrepancies and address operational queries. Documentation Management: Maintaining accurate and organised trade-related documents to support operational efficiency. Compliance and Reporting: Supporting compliance needs and helping with regulatory reporting for fixed income activities. Administrative Support: Providing general assistance to the back-office team to facilitate day-to-day operations. Here Are the Skills You’ll Need: Experience: At least 1 year in a back office or financial operations role (internships and placements are considered). Understanding of Fixed Income Products: A basic grasp of bonds, loans, or similar fixed income products is beneficial. Attention to Detail: Exceptional organisational skills and a high degree of accuracy in data handling. Communication: Effective communication skills to liaise confidently with internal teams and external contacts. Technical Skills: Competence in Microsoft Excel and familiarity with financial systems. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here Are the Benefits of This Job: Career Exposure: Gain experience with a range of fixed income products and market operations in a specialised sector. Mentorship: Work alongside experienced professionals in the financial services industry, offering valuable insights and guidance. Growth Opportunities: Take advantage of professional development support and a clear path for career progression. Why Pursue a Career in Fixed Income Back Office Support? A role in fixed income back office support provides a strong foundation in financial services, focusing on the essential processes that keep financial transactions running smoothly. Working in fixed income allows you to gain specialised knowledge in a key financial market sector, build in-demand operational skills, and open pathways for advancement within finance and investment roles.....Read more...
Looking for a finance role with responsibility, variety and a positive community impact? Join a leading organisation in a role that offers the chance to make a tangible impact, develop your skills, and be part of an exciting and evolving finance function. In the Finance / Accountancy Officer role, you will be:
Providing financial support services to Headteachers and Governing Bodies, including advice on budgets and resolving queries Assisting with the preparation of annual school budgets, financial projections, and year-end accounts Maintaining and reconciling financial reporting systems to ensure accuracy and compliance Visiting schools regularly to present and explain financial information and offer tailored guidance Ensuring compliance with VAT regulations, Financial Regulations, and other financial codes of practice
To be successful, you will need:
Financial / accounts experience within an office environment AAT qualification (or equivalent/part-qualified) Strong accountancy and numeracy skills, with experience of financial systems and IT packages Excellent communication skills, with the ability to present financial information clearly to a range of stakeholders Strong organisational skills, with the ability to plan, prioritise and work to deadlines independently
This is a temporary position for a period of 12 weeks initially, working full time 37 hours per week, Monday to Friday. You'll be based from modern offices in Colwyn Bay and starting on an hourly rate of £14.36 plus holiday pay, weekly pay and other benefits.If you are looking for a dynamic role where you can provide expert financial support and make a difference to local schools, we want to hear from you.....Read more...
Release Manager – Financial Technology – Peterborough / Hybrid
(Key skills: Release Manager, SDLC, Agile, Scrum, Change Management, Risk Mitigation, Deployment Coordination, Jira, Confluence, SharePoint, Jenkins, Power BI, Financial Services, Software Delivery, Stakeholder Communication)
Are you a detail-driven Release Manager with a passion for structured change and high-impact delivery? Do you thrive in complex environments where risk mitigation, collaboration, and precision are critical to business success? If you're looking to take your career to the next level within a dynamic fintech environment, this opportunity could be ideal.
Our client is a well-established financial services organisation undergoing continued investment in its technology platforms and operational processes. They are now seeking a Release Manager to oversee the planning, coordination and execution of software releases across business-critical systems that serve wealth management, investment operations and regulatory reporting functions.
This is a pivotal role, sitting at the heart of a multidisciplinary software delivery ecosystem. You’ll be responsible for ensuring the smooth and secure transition of code from development through to production, safeguarding operational stability while enabling innovation across the firm’s technology landscape. This includes managing release schedules, coordinating across Agile teams, validating changes through structured approval workflows, and leading the communication of deployment timelines and risks.
To be successful in this role, you will bring at least three years of experience in release management or a similar delivery-focused role, ideally within financial services, fintech, or other regulated environments. You’ll be confident working with Agile methodologies (Scrum, Kanban), familiar with collaboration and documentation tools such as Jira, Confluence and SharePoint, and experienced in managing cross-team dependencies and change control processes. While not essential, exposure to CI/CD pipelines (e.g. Jenkins), scaled Agile models or BI tools such as Power BI will be considered strong assets.
The ideal candidate will be a proactive communicator, a confident coordinator, and someone who can calmly navigate the demands of high-stakes releases in a fast-moving financial environment. You’ll be comfortable engaging with stakeholders across technology, product and operations, while maintaining control over complex release schedules and ensuring quality standards are met at every stage.
If you’re looking to contribute to the backbone of a forward-thinking financial services business — ensuring secure, well-governed deployments and supporting Agile transformation — this role offers a unique platform to grow and deliver meaningful impact.
Location: Peterborough, UK / Hybrid working Salary: £65,000 – £80,000 + Bonus + Benefits
Applicants must have the right to work in the UK.
NOIRUKTECHREC NOIRUKREC....Read more...
Job Description:
Our client, a leading financial services firm, is looking for a Finance Assistant to join their well-established finance team on a full-time basis. In this role you will take on a hands-on role in the preparation of financial reports and fee calculations, while also contributing to process improvement initiatives within a collaborative environment.
Skills/Experience:
Experience gained in a finance assistant role within financial services.
Sound understanding of basic finance and accounting principles.
Numerical and analytical ability.
Advanced knowledge of MS Excel, Power BI and Word.
Strong interpersonal and organisational skills.
Core Responsibilities:
Prepare monthly reports.
Calculate monthly private client discretionary management fees.
Prepare and submit quarterly CT61 returns.
Prepare annual tax vouchers.
Assist other departments with fee-related queries and requests.
Calculate other fees, including OEIC.
Prepare data for inclusion in monthly accounts.
Support the Finance department with additional tasks as required.
Prepare internal management information and reporting.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16213
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Harper May is partnering with a fast-evolving financial services firm that delivers high-quality execution and brokerage solutions to a diverse client base. As the business continues to expand its service offering and navigate increasing regulatory complexity, they are seeking a strategic and commercially focused CFO to lead the finance function and support the next stage of growth.Role Overview:The Chief Financial Officer will sit on the executive leadership team and play a key role in shaping financial strategy, ensuring robust governance, and driving commercial performance. This position offers a unique opportunity to lead in a fast-paced, regulated environment with significant exposure to trading, clearing, and settlement operations.Key Responsibilities:
Lead all financial operations, including reporting, forecasting, risk management, and capital planning
Oversee the finance team and drive continuous improvements in systems, controls, and reporting standards
Ensure regulatory compliance across all financial processes, including FCA and other applicable frameworks
Provide strategic insight on business performance, cost management, and profitability initiatives
Partner with the CEO and Board to guide investment strategy, business planning, and operational decision-making
Support funding requirements, capital adequacy, and liquidity planning
Build and manage relationships with auditors, investors, and regulatory stakeholders
Contribute to the firm’s growth and scalability through financial analysis and business partnering
Candidate Profile:
ACA / ACCA / CIMA qualified with extensive post-qualified experience
Strong background in financial services, ideally with exposure to brokerage, trading, or execution services
Proven track record in a senior finance leadership role, preferably within a regulated environment
Deep understanding of financial controls, capital reporting, and regulatory frameworks
Exceptional commercial acumen and ability to influence at Board level
Strong interpersonal skills with a collaborative leadership style....Read more...
The Opportunity Hub is delighted to partner with a growing Financial Services firm in London, specialising in distressed and illiquid markets. The firm is renowned for innovative approach to sourcing and managing complex investment opportunities. We're seeking a motivated Credit Analyst specialising in high yield and distressed debts to join their dynamic team. Credit Analyst (High Yield/ Distressed Debts), based in London Here's what you'll be doing:Performing detailed credit analysis of high yield and distressed debt issuers, including financial statement analysis, covenant review, and risk assessment.Conducting thorough industry and market research to identify investment opportunities and assess macroeconomic factors affecting credit markets.Creating and maintain financial models to forecast company performance and evaluate different financial scenarios.Working closely with portfolio managers, traders, and other analysts to support the investment decision-making process.Ensuring compliance with all relevant regulations and internal policies.Here are the skills you need:Bachelor’s degree in Finance, Economics, Accounting, or related field.3-5 years of experience in credit analysis, preferably in high yield and distressed debt markets.Strong analytical and quantitative skills with proficiency in financial modelling and valuation techniques.Strong industry knowledge and interest in Financial AssetsHere are the benefits of the job:Competitive salary between £100k and £150k depending on experienceOpportunities for continuous learning and career advancementWork Permission: You must have the right to work in the UK. Visa sponsorship is not available at this time.....Read more...
Supporting the management of financial resources, to ensure probity, efficiency, high performance and overall value for money
Understanding customer needs and provide them with a service they value
Supporting delivery of the Financial Strategy and Final Accounts
Supporting the finance function by producing high quality financial information
Assist the Finance team to maintain financial systems and processes ensuring proper reconciliation and control procedures are in place
Assist in the implementation of requested changes including testing new or enhanced functionality
To include processing of journals and accounts payable and account receivable invoices as required
To assist with enquiries for officers, members, partners and members of the public
To support and undertake the accountancy financial control function
The daily processing of bank statements and allocation of income
To assist with procurement, Insurance, VAT and any other accounting duties as requiredWithin assigned service areas/budget specialism, assist the service accountant to provide budget holders with the required information to support the development of financial plans and management of their budgets
Support the financial management of the Capital Programme
Co-ordinate and deliver the timely information to support the Financial Strategy as requested, in accordance with the agreed timetable
Prepare financial and performance data, for inclusion in management reports
To assist in the delivery of information to support the annual accounts closure programme as requested and in accordance with the agreed timetable assigned service areas/budget specialism, assist the service accountant to provide budget holders with the required information to support the development of financial plans and management of their budgets
Ensure the accurate and timely completion of returns and questionnaires as required
Contribute to reviews and assist in the implementation of changes required as a result of new legislation or changes in policy
Training:
This is a full-time position and will also include on the job training with the team.
This apprenticeship will lead to a level 3 Assistant accountant apprenticeship.
You will be based at Wyre Forest District Council in Kidderminster
Training is one day a week
Training Outcome:Finance offers many wide and varied roles, after the completion of the apprenticeship the successful candidate can expect to have numerous opportunities within the sector to continue their career.Employer Description:Wyre Forest DC provides a wide range of services to the residents of Wyre Forest, more details of these services can be found at the Councils website.Working Hours :Monday to Friday 9am - 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness,Personal Commitment,Self Management,Decision Making....Read more...
Assist in maintaining accurate financial records in accordance with relevant legislation and council procedures
Process invoices, payments and receipts, ensure all transactions are correctly coded and authorised
Prepare monthly bank reconciliations and monitor bank accounts.
Assist in the preparation of financial reports, including income and expenditure, balance sheets and budget monitoring reports
Support the annual budget preparation process
Maintain records for VAT and assist in the preparation of VAT returns
Support in preparing documentation for the annual audit and liaise with internal and external auditors as required
Ensure all financial files (both digital and paper based) are well organised and up to date
Assist with financial queries from suppliers
To undertake such other duties as may be required from time to time or be determined and agreed by the clerk
Any other activity that the parish council feels to be within a remit of this position
Training:
BPP apprenticeship training programmes are delivered virtually by our fully qualified and industry-experienced training team
Using their expert knowledge, we’ve purposefully built our programmes around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace
Throughout the apprenticeship learners receive coaching, help and guidance from a dedicated team who are there to ensure they get the most from their work experience
Training Outcome:
Potential for a full time role on completion
Employer Description:Fawley Parish Council is the largest Parish Council in the New Forest.
It is made up of 15 Councillors, and 31 permanent staff and provides impressive facilities and services that can be viewed on this web site.
The Parish is made up of Fawley, Blackfield, Calshot, Langley, Holbury and Hardley villages with a population of around 15,000 people and is located in the most southerly area of the Waterside within the New Forest with its shoreline opening onto the Solent.
The Council is committed to the provision of facilities and services to its residents and is developing a range of events, activities and new projects to bring the community together and develop local networks.Working Hours :Monday to Friday. Shifts to be confirmed.Skills: Proficient in Microsoft Office,Able to learn finance software....Read more...
Finance Manager
Are you looking for an opportunity to work in an extraordinary business to be part of a small Senior Management team who collaborate and work together and support you. Do you want to work for a business who offer a very exciting industry sector and totally unique? This opportunity could also lead to a further opportunity in a year to 18 months for the right candidate who wants to advance their career to the next level.
Our client looking for a dedicated and detail-oriented Finance Manager to join their dynamic and strategic team. In this role, you will provide high-quality management accounting and business support services to internal customers, enabling the business to make informed, data-driven decisions. You will collaborate closely with key stakeholders and champion the company's values. This role requires someone to be very commercially focused with excellent business acumen. It is a role that would maybe suit a CIMA qualified individual who can look at the bigger picture and who understands the operational side of a business and its functionality and drivers.
As a Finance Manager, you will oversee accounting functions, cash management, payroll, and reporting, while ensuring legal compliance and safeguarding sensitive information. Your role will also involve supervising an Assistant Management Accountant and contributing to a culture of inclusivity, collaboration, and innovation.
An understanding and experience being part of an engineering and manufacturing would be an advantage
What you\'ll do:
- Deliver high-quality management accounting and provide business support services across the organisation.
- Manage all accounting processes, ensuring timely and accurate reporting.
- Lead cash management, monitor and report on the companys expenditure and budgets, including capital expenditures.
- Produce and distribute monthly management accounts and reports.
- Provide quarterly forecasting, project reporting, and contract monitoring.
- Deliver financial advice and insights to the Managing Director, senior managers, and other stakeholders.
- Maintain accurate financial records while safeguarding confidential and sensitive information.
- Handle company payroll processes efficiently and accurately.
- Collaborate with internal and external auditors to ensure compliance and transparency.
- Identify opportunities for improvement, integrating existing knowledge with new trends or solutions to enact positive change.
- Support a clean, organised, and efficient work environment.
- Supervise and mentor the Assistant Management Accountant, fostering professional growth and development.
What you\'ll need:
- Proven experience in financial management or a similar role.
- Champions company values
- Take ownership
- A big team player, working n collaboration with others internally and externally
- Aptitude for detailed financial work, with high accuracy and close attention to detail.
- Strong problem-solving skills and the ability to analyse complex financial data.
- Exceptional organisational and task prioritisation abilities.
- Valid UK passport and SC clearance (or willingness to obtain).
- Proficiency in financial software and Microsoft Office tools.
- Capable of working quickly and effectively under pressure while maintaining precision.
- Excellent communication skills, with the ability to address complex financial information to diverse stakeholders.
- Track record of guiding positive change through innovative solutions.
- Experience collaborating with teams and other department managers.
- Sound discretion and tact when handling confidential information.
What you will get:
- Circa £60k basic salary
- An inclusive and supportive workplace culture
- Huge opportunities for professional development and career growth.
- On site parking
- Pension
Join this great business to contribute to an environment where excellence thrives, teamwork flourishes, and innovative ideas are celebrated. Be part of a team that values your individuality and fosters success at every level.
If youre highly motivated with a passion for finance and leadership, we encourage you to apply today and help shape a brighter financial future . Apply directly for the role of Finance Manger or get in touch at alison.francis@holtengineering.co.uk....Read more...
Job Description:
Are you a qualified or part qualified accountant?
Our client, a leading global financial services firm, is seeking a Compensation Controller to join its Finance division on an initial 12-month contract. The role is based in Glasgow, offering hybrid working with three days in the office.
This role will suit an accounting professional who is looking to broaden their technical knowledge across financial accounting, control, and reporting for compensation and benefits. The position offers the chance to work closely with senior stakeholders and contribute to both regulatory and management reporting requirements.
Essential Skills/Experience:
Strong communication skills, with clear and concise delivery.
Collaborative team player with a strong work ethic.
Ability to prioritise workload effectively under tight deadlines.
Problem-solving skills and proactive approach.
Qualified or part-qualified accountant.
Core Responsibilities:
Perform accounting and reporting tasks related to employee compensation, the firm’s largest P&L line.
Undertake financial analysis in line with SOX control requirements.
Reconcile and substantiate general ledger expense and balance sheet accounts.
Provide insightful analysis for HR, Tax, and other Finance teams.
Participate in system enhancement projects, including UAT testing.
Maintain and improve process documentation and the control environment.
Identify and implement process efficiencies.
Act as a key point of contact for HR, IT, Tax, Audit, and other internal stakeholders.
Represent the function on wider office committees.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16204
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Typical duties are:
Responsibility for the administration and monitoring of Corporate Services-related tasks.
Administration support to key systems. As well as support for users of our systems within other departments.
Resilience covers a number of corporate responsibilities, including: Communications, Executive support, Customer service, Inbox and diary management.
Internal/ external event administration.
Data cleansing and analysis.
Diary management, including liaising with internal and external stakeholders.
Documentation support for projects and events.
Support Corporate Management with administrative duties.
Support SLT with administrative duties.
Assist where required with the processing of financial paperwork, including purchase orders, invoices, etc.
Training:The qualification will be achieved in the workplace over the duration of the apprenticeship.Training Outcome:There may be the opportunity to progress to a higher level qualification.Employer Description:PSPS (Public Sector Partnership Services) is a Local Authority Trading Company (LATCo) which is wholly owned by East Lindsey District Council, South Holland District Council and Boston Borough Council. The Company provides a range of services including Human Resources & Payroll, Financial Services, Procurement & Contracts, ICT (Information and Communications Technology) & Digital, Customer Contact, Revenues & Benefits, Health & Safety, and a range of Corporate Support services.Working Hours :Monday to Friday - start and finish times to be agreed.
There may be some evening events to attend.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Literacy skills,Microsoft applications....Read more...
Responsible for secure handling, recording and banking of the Trust’s income from a variety of sources to ensure all financial timetables are met.
Responsible for accurately receiving income directly into the Trust's bank accounts.
Bookkeeping entries: ensuring that the integrity of the ledger is maintained.
Responsible for a few control accounts and alerting the Financial and Business Support Accountants to any problems and recommending appropriate remedial action.
Ensure daily cash sheets are checked and signed in line with financial instructions.
Provide reimbursement for patients’ travel expenses under the Hospital Travel Costs Scheme as required.
Handling queries and disputes in a sensitive manner.
Analyse and interpret financial reports to identify errors and discrepancies stemming from the receipting of cash.
Ensure petty cash reimbursements are authorised in line with financial procedures and with evidence of receipts in accordance with Standing Financial Instructions
Responsible for managing petty cash floats including year-end reconciliation and agreements.
Provide advice to managers and staff in the hospital on the control and handling of patients’ valuables. Responsible for safekeeping of patients’ cash & valuables
Liaison with visitors, patients and other departments of the trust to investigate and resolve cash office queries in person, by telephone and in writing.
Training:
You will work towards and complete the Accounts or Finance Assistant Level 2 apprenticeship.
You will be provided a mentor who will support you, including setting tasks to complete, visits and assessments.
Training will take place remotely at the apprentices usual workplace with some willingness to travel if required.
Training Outcome:
Upon qualification, you will progress to a Band 4 position within the finance team.
Further apprenticeship opportunities may be available.
Employer Description:Frimley Health NHS Foundation Trust provides NHS hospital services for around 900,000 people across Berkshire, Hampshire, Surrey and South Buckinghamshire. We have three main hospitals - Frimley Park in Frimley near Camberley, Heatherwood in Ascot and Wexham Park near Slough. We run outpatient clinics and diagnostic services from Aldershot, Farnham, Fleet, Windsor, Maidenhead, Bracknell and Chalfont St Peter. We hold 3 core values, Committed to Excellence, Working Together, and Facing the FutureWorking Hours :Monday to Friday.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Non judgemental....Read more...
Job Description:
We are working with our client, a financial services firm, on an excellent permanent opportunity for an Investment Assistant to join their team based in Dundee. The successful candidate will play a key role in supporting the investment team with various queries using MS Excel to provide suitable data and create impactful spreadsheets and reports.
We are delighted to receive applications from Graduates who have strong MS Excel skills or individuals with data analysis experience and an interest in moving into a financial services firm.
Skills/Experience:
Strong IT skills, particularly MS Excel (essential), PowerPoint, FactSet (desirable).
1-3 years' experience in a similar position, perhaps with experience in data analysis, investment administration or operations. Graduates with strong MS Excel skills will also be considered.
Hard working and conscientious
Accuracy – attention to detail is essential
Clear analytical ability
Strong numeracy skills
Exceptional interpersonal skills
Proactive, with ability to work on own initiative to meet deadlines
Ability to multitask, quick to learn
Team player – small team requires good co-operational skills; happy to assist in all tasks if needed
Core Responsibilities:
Assist in a broad range of activities to support the investment team.
Responsible for provision of suitable data to assist research team, via excel and other systems
Creation of dealing spreadsheets as required
Provision of ESG data analysis to holdings using external systems
Develop and maintain data relating to economic and macros indicators
Delivery of monthly packs and other reports as needed by the team
Creation and maintenance of various financial screens for the team
Monitor parameters and characteristics of funds
Assist in the delivery of ad hoc and annual tasks for the company’s presentations
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16175
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website.
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We are working with our client, a financial services firm, on an excellent permanent opportunity for an Investment Assistant to join their team based in Dundee. The successful candidate will play a key role in supporting the investment team with various queries using MS Excel to provide suitable data and create impactful spreadsheets and reports.
We are delighted to receive applications from Graduates who have strong MS Excel skills or individuals with data analysis experience and an interest in moving into a financial services firm.
Skills/Experience:
Strong IT skills, particularly MS Excel (essential), PowerPoint, FactSet (desirable).
1-3 years' experience in a similar position, perhaps with experience in data analysis, investment administration or operations. Graduates with strong MS Excel skills will also be considered.
Hard working and conscientious
Accuracy – attention to detail is essential
Clear analytical ability
Strong numeracy skills
Exceptional interpersonal skills
Proactive, with ability to work on own initiative to meet deadlines
Ability to multitask, quick to learn
Team player – small team requires good co-operational skills; happy to assist in all tasks if needed
Core Responsibilities:
Assist in a broad range of activities to support the investment team.
Responsible for provision of suitable data to assist research team, via excel and other systems
Creation of dealing spreadsheets as required
Provision of ESG data analysis to holdings using external systems
Develop and maintain data relating to economic and macros indicators
Delivery of monthly packs and other reports as needed by the team
Creation and maintenance of various financial screens for the team
Monitor parameters and characteristics of funds
Assist in the delivery of ad hoc and annual tasks for the company’s presentations
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16175
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website.
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
A fantastic opportunity for an Optimisation Engineer to join the growing AI function in the company???s talented Science & Research team. The company is a global leader in Biometric Verification. The company enables financial institutions, government agencies and other organisations to verify the users Biometrically.
Candidate requirements
Over 3 years??? experience in machine learning or computer vision.
Experience with at least one of the following programming languages: Python, Matlab, C++.
Experience with cloud services such as GCP, Azure, AWS.....Read more...
A fantastic opportunity for an Optimisation Engineer to join the growing AI function in the company???s talented Science & Research team. The company is a global leader in Biometric Verification. The company enables financial institutions, government agencies and other organisations to verify the users Biometrically.
Candidate requirements
Over 3 years??? experience in machine learning or computer vision.
Experience with at least one of the following programming languages: Python, Matlab, C++.
Experience with cloud services such as GCP, Azure, AWS.....Read more...
Job Description:
Our client, a reputable financial services firm, is looking for a seasoned Senior Administrator - Client Accountant - Private Client to join their team in Edinburgh.
The successful candidate will carry out assigned tasks effectively and to a high standard, ensuring the team meets service delivery deadlines.
Essential Skills/Experience:
Part Qualified accountant or equivalent.
Fund accounting experience.
Strong bookkeeping skills.
Good IT skills - working knowledge of Excel is essential.
Strong analytical skills.
Very good attention to detail.
Good numeracy
Core Responsibilities:
Manual entry bookkeeping transactions from client bank/portfolio statements and review of automated bookkeeping for bank/portfolio accounts with a transactional data feed into the client ledger.
Raise and resolve any queries on a timely basis and liaise with other team members or the client to ensure timely resolution of matters arising within the required deadlines.
Maintenance of accurate information in key systems, this could include bank statements, transactions, bookkeeping, preparing the financials and pack or accounting records for a portfolio of clients.
Actively participate in calls/meetings with the client to discuss matters arising and the tracking of work against deliverable schedule.
Responsible for work on more complex entities/areas.
Preparation of information for the client, which may include portfolio information, bookkeeping, Trial Balances or financial statements and/or liquidation account.
Adhere to core values and expected behaviours.
Provide support to junior team members and the team Manager as and when required.
Any other duties as deemed necessary by Management.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16049
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Working from the Suffolk based office, you will support the mortgage advisers in all aspects of administration including:
Data inputting
Processing lender applications for clients
Dealing with solicitors, estate agents and insurance providers
Training:The Level 3 Financial Services Administrator Apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
Training Outcome:
Following succesful completion of the apprenticeship a permanent post within the firm will be available
Employer Description:Jubilee Finance is an award winning specialist mortgage advsiery firm. At Jubilee Finance we all come to work because we love what we do, and we enjoy working as part of a close-knit team. Our philosophy is to be approachable and friendly whilst offering a professional, efficient, and bespoke service tailored specifically to your individual needs.Working Hours :Monday - Friday, 08:30 - 16:30Skills: Communication skills,IT skills,Attention to detail,Administrative skills,Team working,Initiative....Read more...
The successful candidate will be responsible for processing supplier invoices, reconciling accounts, and maintaining effective communication with both internal teams and external suppliers. Additionally, the role provides essential administrative support across the office to ensure the smooth running of operations.
Responsibilities
Manage incoming invoices received via email, ensuring they are accurately logged into the system for approval and timely processing.
Match and reconcile purchase orders and supporting documentation to validate invoice accuracy
Process supplier invoices efficiently, ensuring accuracy and adherence to payment timelines.
Collaborate with other departments to ensure smooth operations.
Ensure that all accounts payable activities comply with relevant financial policies, procedures and regulations.
Respond to and resolve both internal and external inquiries.
Communicate effectively with suppliers to facilitate invoice processing and resolve payment issues.
Investigate and resolve outstanding or disputed creditor balances in a timely manner.
Prepare monthly supplier statement reconciliations.
Assist with ad-hoc financial and non-financial administrative tasks and reporting as required.
Perform other general administrative duties as required by the business.
Skills and Experience
Ability to work to deadlines and manage multiple tasks simultaneously.
Excellent attention to detail and accuracy.
Excellent organisational skills.
Verbal and written communication skills.
Training Outcome:Permanent position may be avalible on completion of the apprenticeship.Employer Description:Picow is a multi-discipline engineering company that provides design, installation and maintenance services for various sectors, such as transportation, food, chemical and pharmaceutical.
Approaching 50 years old, we have grown into one of the most prominent construction and MEP engineering companies in the UK. We pride ourselves on our unwavering commitment to engineering excellence and customer satisfaction. This enables us to achieve repeat business consistently, which is the foundation from which we continue to grow.Working Hours :Monday - Friday 8am - 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Number skills,Analytical skills....Read more...
Company OverviewThe Opportunity Hub UK is recruiting on behalf of an innovative financial services firm specialising in illiquid markets. This independent organisation is renowned for delivering best-in-class financial solutions within sales, trading, and advisory, particularly for institutional and high-net-worth clients. Established in 2009, the firm has extensive expertise in trading distressed debt, credit securities, and other illiquid assets, consistently adding significant value by addressing complex liquidity and execution challenges.Experienced Back Office Support – Fixed IncomePosition: Experienced Back Office Support – Fixed IncomeLocation: Central London (Office Based)Salary: £50,000 - £65,000 per annumJob OverviewWe’re looking for an experienced back-office professional to support essential fixed income transactions and operations. This role is an excellent opportunity for someone with established experience in financial operations and a strong grasp of fixed income products and settlement processes. As an Experienced Back Office Support – Fixed Income, you’ll contribute to the smooth operation of the firm’s fixed income activities.Here’s What You’ll Be Doing:Trade Booking and Confirmation: Managing the booking and confirmation process for complex fixed income trades, ensuring timely and precise handling.Settlement and Reconciliation: Overseeing settlement activities and conducting reconciliations to resolve any discrepancies effectively.Compliance and Regulatory Reporting: Ensuring that all fixed income transactions comply with regulatory standards, including comprehensive record-keeping and reporting.Process Improvement: Identifying and implementing best practices to enhance operational efficiency.Client and Counterparty Management: Serving as the primary contact for clients, brokers, and counterparties to resolve trade-related issues.Technical Support: Leveraging industry-standard software to support fixed income transactions and reporting needs, providing troubleshooting as needed.Here Are the Skills You’ll Need:Experience: At least 3 years in a back-office role, ideally with exposure to fixed income or related financial products.In-Depth Knowledge of Fixed Income Products: Solid understanding of bonds, loans, structured products, and general market practices.Regulatory Knowledge: Familiarity with compliance standards pertinent to fixed income trading and settlement processes.Analytical Skills: Strong ability to analyse discrepancies and troubleshoot operational issues.Technical Proficiency: Proficiency with industry tools such as Bloomberg, TradeWeb, and advanced Microsoft Excel.Communication and Interpersonal Skills: Excellent communication skills for engaging with internal and external stakeholders effectively.Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Here Are the Benefits of This Job:Competitive Salary: Offering a strong salary with performance-based incentives.Industry Exposure: Gain valuable exposure to a diverse array of fixed income products and industry practices.Career Development: Support for continuous professional development and career growth opportunities.Why Pursue a Career in Fixed Income Back Office Support?A career in fixed income back office support provides essential experience in the financial services sector, developing highly transferable skills in trade operations and regulatory compliance. Working in fixed income offers a unique perspective on market mechanisms, enabling you to gain expertise in managing and supporting complex transactions. This role opens pathways for advancement within the financial industry, especially in finance and operations.....Read more...
The purpose of the role is to assist the finance team to process the company’s everyday finance transactions.
Main areas of responsibility within finance will include:
Inputting company transactions to QuickBooks (invoices/purchase orders/petty cash/credit/debit cards, etc.)
Maintaining the finance@ inbox and redirecting emails when necessary
General upkeep of finance processes
Updating and amending supplier and customer details in QuickBooks
Supporting the Finance Manager with general finance queries
Liaise with partners and internal departments as and when required
Recording/extracting financial data for reporting purposes
Entering journals into QuickBooks
Other tasks to include:
To undertake such other duties commensurate with your position and/or hours of work as may reasonably be required
Contribute to the delivery of the wider BID teams programme of work as directed by the Finance Manager
Adhere to the Liverpool BID Company’s commitment to equal opportunities and to promote non-discriminatory practices in all aspects of work undertaken
Ensure that all measures are taken to comply with current health and safety legislation, both internally and externally
Undertake other such duties commensurate with your position, and/or hours of work as directed by your line manager
Training:
Level 2 Finance/Accounts Assistant apprenticeship standard
The role will consist of attending training towards the Level 2 AAT qualification each week with Peak Accountancy Training
There is weekly attendance and there will be 6-8 weekly progress review meetings to enable them to evidence the work they are carrying out as part of their apprenticeship
As a Finance Assistant apprentice, you will have the opportunity to gain valuable experience and develop a strong foundation in accounting
Training Outcome:Possible progression onto the Level 3 Assistant Accountant. Apprenticeship and Level 4 Professional accountancy apprenticeship.Employer Description:Based in the heart of Liverpool, you’ll be part of an organisation dedicated to championing local businesses, enhancing our iconic districts, and making the city a cleaner, safer, and more vibrant place for everyone.
About Liverpool BID Company
The aim of Liverpool BID Company is to:
Bring added value to levy payers and build on the core services already provided by Liverpool City Council and Merseyside Police
Ensure both BID areas are clean and secure for businesses and visitors, and have the right environment for the private sector to succeed - whether a retailer, restaurant owner, or legal and financial service
Work with the city and charities to tackle street dwellers
Drive footfall and develop activity where needed
Champion the voice of the levy payers it represents, pushing forward their agendas and making things happen
The Liverpool BID areas cover some of the most iconic locations in Liverpool city centre:
The eclectic and diverse independents of Bold Street
The thriving restaurant and hotel scene of Castle Street
Liverpool’s ever-evolving high street - from the iconic brands on Church Street and Williamson Square, to the high-end boutiques of Metquarter
The professional and financial services around Old Hall Street
Mathew Street and Cavern Quarter - the birthplace of The Beatles, a focal point in the city’s music heritage, and a colourful nightlife scene
The famous Waterfront and Royal Albert Dock, Three Graces and Pier Head
St George’s Quarter and St John’s Gardens and William Brown Street
Hope Street and the entrance to the Georgian QuarterWorking Hours :Monday to Friday 9am to 5pm.
Flexible working arrangements may be considered (following completion of a successful probation period).Skills: IT skills,Attention to detail,Organisation skills,Administrative skills,Number skills,Excel skills,Accountancy software skills....Read more...
Up to £30,000 + Great BenefitsAn exciting and varied new entry-level position is now available for a proactive, detail-oriented graduate-calibre individual to support our client’s team in the smooth running of day-to-day business processes. This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment. Our client specialises in providing strategic financial planning for private clients, trustees, and corporate businesses. As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.The successful Practice Administrator will provide efficient and effective administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service. This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.Key Responsibilities
Manage and update client records, ensuring accuracy and confidentiality.
Maintain and organise office files both physical and digital to ensure easy retrieval.
Prepare meeting packs, including reports and supporting documentation, ahead of client meetings.
Creating client letters/documents following meetings with advisers.
Handle correspondence with clients, product providers, and other stakeholders.
Support advisers with system navigation, including CRM tools, back-office software, and provider portals.
Collaborate with paraplanners, advisers, and executive assistants to ensure smooth workflows.
Manage incoming and outgoing mail, phone calls, and emails.
Scan, upload, and categorise incoming client documents and correspondence into the firm’s systems.
Monitor and follow up on outstanding client actions, such as signed agreements or additional documentation.
Support with company social media pages e.g. Linkedin, Facebook and Instagram.
Arrange and confirm client appointments, meetings, and reviews for advisers.
Step in to assist advisers with basic paraplanning tasks, such as drafting templates or updating client financial summaries.
Ad hoc administrative tasks as directed by the Operations Manager.
Skills & Experience
Basic level of administrative experience.
A desire to build a career within the financial industry background.
Able to manage multiple tasks efficiently.
Ability to prioritise with attention to detail and the ability to problem solve.
Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint).
Fast learner – ability to learn how to use new systems and processes.
Discretion – ability to handle sensitive and confidential information with professionalism and integrity.
Time management – aptitude to manage schedules, meeting deadlines and maintaining productivity under pressure.
Strong communication skills and eagerness to develop professionally.
A positive mindset and ability to thrive in a fast-paced environment.
This is the ideal opportunity for a professional, task-focused individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients. Genuine career development opportunities exist for the right candidate alongside full training, a highly attractive salary, and an attractive benefits package, including 25 days holiday, and breakfast and lunch provided daily. Apply now!....Read more...
An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a....Read more...
